FAQ

Enterprise leaders can request a demo or a Capital Allocation Assessment through the Lunation website. A typical first conversation is a 30-minute working session focused on the prospect's transformation portfolio, current governance model, and capital visibility gaps.

Lunation was founded by George Stelling, Chief Executive Officer, and Mouctar Diallo, Chief Technology Officer. Both are former NVIDIA executives, bringing deep experience in AI infrastructure, enterprise software, and large-scale technology operations. The founding team's NVIDIA background directly shapes Lunation's AI-native architecture and the company's membership in the NVIDIA Inception program.

Lunation's mission is to make enterprise transformation capital disciplined, measurable, and engineered to generate return. The company is building the missing system of record for the third major category of enterprise capital (transformation and innovation), so that every dollar of change spend can be governed with the same rigor as operating capital (ERP) and revenue capital (CRM).

Lunation was founded in October 2023.

A lunation is a complete cycle of the moon, the period from one new moon to the next. The name reflects the company's core belief that transformation is cyclical, not episodic. Each cycle generates data, insight, and compounding intelligence that strengthens the next. Transformation is a continuous capital cycle that enterprises must govern, not a one-time event.

Lunation is headquartered in Plano, Texas, in the Dallas / Fort Worth metroplex. The location places the company within one of the largest concentrations of enterprise headquarters in the United States, including many of the financial services, industrials, technology, and healthcare organizations that Lunation serves.

Yes. Lunation is actively hiring across engineering, AI, product, go-to-market, and customer success. To express interest or learn about current openings, send your resume and a short note to careers@lunation.com.

You can contact Lunation by email at info@lunation.com or by phone at 1-817-796-8600 (office). For demo requests and Capital Allocation Assessments, submit the contact form on the Lunation website and a member of the team will follow up within one business day.

Lunation is the operating system for transformation and innovation capital. It is an AI-native enterprise platform that gives CFOs, CEOs, boards, and transformation leaders unified visibility and control over every dollar an organization invests in change and innovation. Just as ERP governs operating capital and CRM governs revenue capital, Lunation governs transformation capital, the third major category of enterprise spend and the one that until now has had no dedicated system of record.

Transformation and innovation capital is the category of enterprise spend committed to changing how a business operates and creating what it offers next. It is the third major category of enterprise capital, alongside operating capital (governed by ERP) and revenue capital (governed by CRM). Transformation capital funds how the existing business changes, including digital transformation, M&A integration, operating model redesign, and enterprise technology modernization. Innovation capital funds what the business creates next, including R&D, new product development, corporate venturing, and new market entry. Together, these investments are typically the largest and highest-risk discretionary spend in the enterprise, yet have historically lacked a dedicated system of governance. Lunation exists to close that gap.

Lunation unifies three functions that have historically lived in disconnected decks, spreadsheets, and point tools: governance (how capital is committed), execution (how it is deployed), and intelligence (what the enterprise learns from each cycle). The result is a single platform that plans, tracks, and optimizes every dollar of transformation and innovation spend, with AI embedded across every layer to reduce waste and improve ROI. The platform learns from every initiative an enterprise undertakes, so the deployment of capital improves over time. Less capital is wasted on work the organization is poorly positioned to deliver, and investment is progressively biased toward the activities where the company can most successfully generate results, based on its skills, experience, execution track record, and other performance factors that compound across cycles.

ERP is the system of record for operating capital. CRM is the system of record for revenue capital. Lunation is the system of record for transformation and innovation capital, the third major category of enterprise spend. Lunation sits alongside ERP and CRM rather than replacing them, and integrates with both to create a complete picture of how an enterprise allocates and governs its capital.

Research indicates that up to 70% of enterprise transformation investments fail to deliver expected returns. This is not because strategy lacks ambition, but because capital is fragmented across disconnected initiatives, risks are buried in execution, interdependencies are unmanaged, and institutional learning does not compound. Lunation solves this by treating transformation as a governed portfolio of capital at risk, rather than a loose collection of projects.

Lunation serves CFOs, CEOs, Chief Transformation Officers, Strategy and Growth leaders, boards, and private equity operating partners. CFOs use it to strengthen capital discipline and improve forecast reliability. CEOs and boards use it to connect strategy to measurable outcomes. Transformation leaders use it to drive alignment and execution success. PE operating partners use it to govern value-creation plans across portfolio companies.

The Lunation platform is organized into three integrated layers. The first, Capital Governance, includes structured initiative intake, multi-stage approval workflows, portfolio construction, and an auditable commitment ledger. The second, Execution and Realization, is the operating layer where capital turns into measurable outcomes, with risk, dependency, milestone, and benefit-realization tracking. The third, Capital Intelligence, is an AI layer that captures execution data, identifies patterns that create or destroy value, and compounds learning across every transformation cycle.

PPM tools track projects. Lunation governs capital. Traditional PPM platforms focus on schedule, scope, and resources at the initiative level. Lunation treats the full book of transformation and innovation spend as a portfolio of capital at risk, with business-case traceability, ROI realization, board-level governance, and a compounding AI intelligence layer that PPM tools do not offer. Lunation is designed for the CFO, not just the PMO.

Yes. Lunation offers custom integrations at launch with SAP, Oracle, NetSuite, Salesforce, HubSpot, Tableau, and Quantrix, covering finance, revenue, analytics, and planning. The platform uses a Snowflake backend as its integration bridge, providing enterprises with a scalable, governed data layer that connects Lunation to existing systems of record. Additional integrations are added based on customer demand.

Yes. Lunation is a cloud-based SaaS platform, deployed on enterprise-grade cloud infrastructure and SOC 2 compliant. The cloud deployment model allows customers to reach governed capital visibility quickly, without the cost and complexity of on-premise infrastructure, while meeting enterprise security and data governance requirements.

Lunation is built for large enterprises and upper-middle-market organizations with significant transformation and innovation portfolios, typically organizations managing $50M or more in annual change and innovation spend. Primary industries include financial services, manufacturing, healthcare and life sciences, consumer, technology, and industrials. Lunation also serves private equity firms governing value-creation plans across portfolio companies.

Lunation is a software platform. It is not a consultancy. The platform is designed to replace the decks, spreadsheets, and bespoke consultant models that have historically governed transformation capital, and to make that governance systemic, repeatable, and continuously improving. Lunation provides structured implementation and customer success programs to ensure adoption.

Lunation is sold as an annual enterprise license. The license model is structured to align platform cost with the scale of transformation and innovation capital under management, rather than billing per seat. Pricing reflects the value of the capital being governed and the scope of the enterprise portfolio.

Most Lunation engagements begin with a Capital Allocation Assessment, a structured diagnostic that surfaces where transformation capital is flowing, where it is at risk, and where governance gaps exist. From there, customers deploy Lunation in phased rollouts, typically starting with the Capital Governance layer and expanding into Execution and Realization and Capital Intelligence as structured data compounds.

Customers typically realize ROI from three sources: reduction in transformation capital waste through earlier risk detection and governance enforcement, improved initiative success rates through connected execution and intelligence, and compounding institutional learning that raises the ROI of every future transformation cycle.

Lunation delivers a structured implementation program that combines platform configuration, data onboarding via the Snowflake integration bridge, and enterprise change enablement. Implementation is designed to bring customers to governed capital visibility within their first portfolio cycle.

No. Lunation equips your PMO, transformation office, and finance function with a shared system of record. It replaces the fragmented mix of slide decks, spreadsheets, and point tools these teams use today, not the teams themselves. The platform is designed to make existing transformation talent more effective, not to eliminate the function.

Lunation serves industries with large, complex transformation portfolios, including financial services, manufacturing, healthcare and life sciences, consumer, technology, industrials, and private equity portfolio companies. The platform is industry-agnostic in its core architecture, with industry-specific templates, benchmarks, and governance frameworks layered on top.

Lunation is launching in the United States, with planned availability in Europe in 2027. International expansion is phased to ensure strong enterprise support, regulatory alignment, and data governance standards in each new region.

Lunation is an AI-native platform with intelligence embedded architecturally across all three platform layers. Its AI roadmap includes a domain-specific small language model (SLM) purpose-built on transformation capital patterns, governance frameworks, and enterprise investment lifecycle data, developed on NVIDIA NeMo infrastructure. Lunation is a member of NVIDIA Inception, NVIDIA's program for leading AI startups.

Compounding intelligence is the principle that Lunation's platform becomes more valuable with every transformation cycle, every customer, and every dollar governed. Each initiative produces structured data that strengthens the platform's ability to predict risk, identify value destruction patterns, and recommend higher-ROI capital allocations. This creates a network effect: the more transformation capital Lunation governs across its customer base, the more intelligent the platform becomes for every customer.

Yes. Lunation is a member of NVIDIA Inception, NVIDIA's global program for leading AI startups. The membership reflects both the platform's AI-native architecture and the founding team's deep NVIDIA background: CEO George Stelling and CTO Mouctar Diallo are both former NVIDIA executives. Membership provides Lunation with access to NVIDIA technical resources, go-to-market support, and the NeMo platform for developing domain-specific language models.

Lunation is AI-native. Intelligence is embedded architecturally across Capital Governance, Execution and Realization, and Capital Intelligence, not added as a feature layer on top of a traditional application. Because AI operates on structured capital data from day one, Lunation avoids the retrofitting limitations of legacy enterprise platforms that added AI to pre-existing schemas.

AI-enabled ROI determination is Lunation's approach to replacing spreadsheet-driven ROI assumptions with structured, traceable, AI-assisted reasoning. It captures the full logic chain behind an investment's projected return (assumptions, dependencies, benchmarks, and scenario outcomes) and updates the projection continuously as execution data flows in. It addresses one of the category's hardest unsolved problems: making transformation ROI projections defensible, explainable, and updatable in real time.

A domain-specific small language model (SLM) is a language model purpose-built for a narrow, high-value domain rather than general-purpose reasoning. Lunation is developing an SLM trained specifically on transformation and innovation capital data: governance patterns, execution risks, ROI drivers, and enterprise investment lifecycles. SLMs deliver higher accuracy, better cost efficiency, stronger data governance, and more defensible outputs for enterprise finance use cases than general-purpose LLMs.

Lunation is built for enterprise-grade security and data governance, and is SOC 2 compliant. Customer data is deployed on enterprise cloud infrastructure, encrypted in transit and at rest, isolated per customer, and protected by role-based access controls. Lunation does not use customer data to train general-purpose AI models. Any domain-level learning occurs under explicit customer data governance terms.

Every AI-generated recommendation or insight in Lunation is grounded in structured customer data and traceable through the platform's commitment ledger. Outputs are explainable: users can inspect the underlying data, assumptions, and reasoning. Every output is auditable by finance, compliance, and board stakeholders. This is essential for CFO-grade use cases, where every capital decision must be defensible under audit, regulatory, and board-level scrutiny.

Lunation is a cloud-based SaaS platform deployed on enterprise-grade cloud infrastructure. Data is managed through a Snowflake backend that serves as the integration bridge between Lunation and customer systems. Customer data is encrypted, isolated per customer, and protected under SOC 2 controls.